SOLUTIONS INTEGRATED AROUND YOU

Imagine leaving on a journey to a destination you had always dreamed about without knowing how you would get there. Isn’t it possible you never will? We are a team of independent professional advisors dedicated to identifying, developing and integrating wealth management solutions into your lifestyle plans. By working together through our “Solutions Integrated around You” process, we will design the roadmaps and identify the tools you will need to get you where you hope to be. Planning ahead can prevent any experience from being less than you’d hoped for. Do you have a plan?

1. Clarify your Purpose

What do you hope to achieve and why? Before choosing a path, we need to know understand your expectations.

2. Define your Priorities  

Of all your goals. what's most important today? We help you prioritize for today, and prepare for tomorrow.

3. Identify Gaps in Achieving Priorities 

Can you see the risks and roadblocks in every opportunity? We will help you steer clear.

4. Develop Custom Integrated Solutions

Mapping out financial success demands creativity and expertise. We are driven by the challenge.

5. Propose Solutions

Seeing opportunity from every single angle creates choices. We don't fit you in our solutions; we design solutions to fit you.

6. Agree on Commitments

Are you ready to take the next step? Our detailed action plan will keep you focused on your priorities.

7. Implement Solutions

You’ve identified where you want to go and now we know how to get you there. Let’s get started!

8. Monitor and Measure Success

Your are now on the road to success, but sometimes there may be unexpected curves. We check in regularly to ensure you stay on course.

All Advisors are not created equal!

You’re probably not a stranger to the ‘all advisors are alike’ school of thinking. We believe we bring something different to the table.

• We follow a disciplined and proven approach to establishing a professional relationship with you, our clients.

• We follow a prescribed, ongoing communication template in which we’ll establish and confirm your expectations and then proceed to deliver against.

Once we have a plan in place, we believe it is important to stay on course. Regularly measuring and celebrating your successes will not only keep you on course but also keep you motivated.

Our structured, step-by-step process means that our team will be able to effectively integrate all facets of your financial life, uncover new opportunities, or make changes to your established plan as necessary.

 

Our Commitment is Our Word

At IPC, we pride ourselves on our integrity. We hold ourselves to the highest of standards when it comes to ethical business practices.

Integrity

  • We act with the highest integrity in your best interests, placing them above our own.
  • We disclose to all sources of compensation and any potential conflicts of interest, should they arise, for our recommendations and services.
  • We make every effort to provide objective, impartial, and complete information to you about your financial needs and commit to offering realistic advice with the options available to you. We will detail the negative risks as well as the positive aspects of any recommendation.
  • We continually seek to maintain and improve our knowledge, skills, and competence, providing advice only on matters within our areas of expertise.
  • And finally, we believe we are in a powerful position to make unbiased recommendations since we are under no obligation to sell proprietary products.

People and Relationships

  • We work hard to bring you value consistently!
  • From our deep knowledge of you, our clients, we provide input to IPC, which in turn helps them develop innovative products and services to respond to your evolving needs and desires. Everyone that works with us from the top down is consistently challenged to bring their A-game, developing themselves personally and professionally, all with the goal to serve you better by creating an environment of fairness, dignity and mutual respect within which you will thrive.

Success

  • We develop strategic alliances with like-minded companies to enhance our core competencies, serve you, our clients, more effectively and as a result, we build our business.
  • We follow a performance-based approach to measuring and monitoring our achievements. Staying on top of things consistently means that we can adjust and course correct where necessary for optimal success.
  • We believe in the value of using advanced technology to support us in our efforts to innovate, improve efficiency, and deliver value consistently.